Moneydance 2017

Developer: The Infinite Kind Limited

Current Version: 2017.6

Last Updated: 2 months ago

Download Size: 106.3 MB - Download

Description:

Moneydance is a complete personal financial management application that includes features such as online banking, online bill payment, investment management, budget tracking, scheduled transactions, check printing, detailed graphs, reports and much more.

∞ HOME PAGE
This is an overview of your finances. The information shown includes account balances, upcoming and overdue transactions and reminders, and exchange rate information. Clicking on an account or choosing an account from the drop-down account list will take you to the register for that account, where you can enter transactions or reconcile the account against a statement. Clicking on a transaction reminder will display a window where you can automatically record the transaction.

∞ ONLINE BANKING
Moneydance can automatically download transactions and send payments online from hundreds of financial institutions. It learns how to categorize and clean up downloaded transactions. Send online payments, for banks that support them, directly from scheduled transaction notifications. View the full list of supported direct-download banks at http://moneydance.com/fi Please note that some banks charge a monthly fee for download and bill payment services.

∞ ACCOUNT REGISTERS
The account register is used to enter, edit, and delete transactions in an account. It is visually similar to a paper checkbook register, but the calculation of balances and sorting of transactions is all done automatically. The payee auto-complete feature makes it easier to enter and categorize your transactions.

∞ INVESTMENTS
Follow your investments and bring your portfolio into focus with support for stocks, bonds, CDs, mutual funds, and more. View the total value of your investment accounts or the performance of individual stocks and mutual funds over time. Stock splits and cost basis computations are a snap, and current prices can be downloaded automatically.

∞ REMINDERS
You can set up a payment schedule for single or recurring transactions so you'll never miss a payment.

∞ GRAPHS/REPORTS
Use the graphing tool to generate visual reports of your income and expenses. Set the graph type, the date range, and any specific settings for the type of graph you desire. Pop-up balloons display more information about the data being graphed as you move the mouse pointer over different regions of the screen. Graphs can also be printed or saved to PNG image files.

∞ BUDGETS
Set spending targets for categories per month, week or any other interval. View your up-to-the-minute budget status right in the toolbar, on the home page or in detailed graphs and reports. Use the highly acclaimed "envelope method" to specify expenses for each period and your to-the-minute status is shown with over-budget items highlighted. Moneydance will help you set a target and stick to it!

∞ SYNC
Enable file syncing to share or collaborate on a data file across multiple computers. Whether sharing with your partner or accountant, syncing your data will provide secure efficient access to your accounts from any computer.

∞ NATURAL LANGUAGE TRANSACTION ENTRY
Start typing a transaction description into the search field and Moneydance will intelligently fill in the details based on natural language date parsing and your history. For example, typing "1.23 sta" will display a transaction entry panel with the name Starbucks, category "Coffee", today’s date under the last account to have a transaction for Starbucks. The description, category and account are filled in based on your history.

∞ ATTACHMENTS
Attach images, PDFs, and other such files to transactions by dragging the file into the register. Clicking an attachment thumbnail will open it in an appropriate application.

∞ MOBILE
When you're on the go, you can use the Moneydance mobile app to enter or edit transactions and view balances. Changes are synced instantly and securely with your desktop. Available for free in the app store for your iPhone, iPad and iPod touch.

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Release Notes:

As usual Moneydance has fantastic support for online banking & bill payment, credit card & bank account management, budgeting, investing, mobile app and computer-to-computer syncing, and much more. Moneydance 2017.6 brings further improvements including:

* Improved investment portfolio screen layout
* Updated Stock Quotes and Exchange Rate updater to use Alphavantage.co
* Streamline online banking setup process
* Tweak connection headers to satisfy BBVA Compass online banking server
* Improve interface for opening a synced file
* When finding autocompletion matches, allow matches from other accounts if no similar transactions were found in the current account
* Updated Python interpreter to version 2.7.1
* Added CA certificates to enable connections to more online services including Alphavantage.co, Capital One Investing, and others.
* Fixed translate currencies tool window
* Mute dropbox notifications when writing sync files unless debug flag is set (such as when console window is open)
* Security detail transaction register now remembers column width settings
* Clicking the blank area at the bottom of a register (such as in the reconciliation window) no longer treats it as a click on the last transaction
* Fixed bug that prevented changing the rate for an existing currency or security history entry via the API (such as the Security Price Entry extension)
* Improvements to online transaction confirmation options (removing redundant merge option)
* Better handle erroneous transactions when loading data to prevent sync loops
* Tweak mac app bundle info to workaround missing menubar on high sierra in non-English locales
* Fix About Moneydance window to always show the correct build number
* Fix Welcome to Moneydance window to always show the correct build number
* Work around macOS High Sierra bug that caused a crash when certain file chooser windows are invoked
* Fix bug preventing correct entry of share values for securities with 10 or more digits
* Fix bug preventing auto-categorisation of downloaded transactions that have a very short (under 4 characters) description

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Most Helpful Reviews

5/5
Version 14.5
Review by Rob6300

Excellent Quicken Replacement - I converted from PC to Mac about a year ago and have been using Moneydance since then. It is an excellent replacement for the PC version of Quicken (the Mac version is horrible and very basic). I use Moneydance to track 6 checking/savings acts, 7 credit cards, and about a dozen investment accounts and have had no problems. It is easy to use and has great functionality. There is also an app for the iPhone that allows you to enter simple transactions on the go if you sync via Dropbox. It was very easy to set up the app and it is very convenient. I highly recommend Moneydance.

Found helpful by 47 out of 48 people
1/5
Version 14.3
Review by JC_52

Not happy - I have used Quicken for many years and have been using 2007 since it was released. I was hoping Moneydance would have met my needs. It works fine as a checkbook. I had a great deal of trouble with my investments. My wife and I have the same mutual fund in our separate IRA accounts and Moneydance adds all the share together and then reports the total in both accounts. Since I have a similar situation in my 401k accounts, the totals were all incorrect. I tried renaming mutual funds to fool money dance, but ultimately I gave up. Online support will answer an inquiry with a question a week later, then after that question I never received a response. I wish I had been able to use a trial version first instead of paying $50 for Moneydance. I gave up and trashed it.

Found helpful by 29 out of 37 people

More Reviews for Current Version

4/5
Version 2017.6
Review by Polikujyhyhtgrrf

Works for me - I had been using Quicken but was frustrated when it worked so poorly on Mac. So I switched to Moneydance. It does everything I need - which is to track income and expenditures. Creating all the categories is time consuming. Sometimes less intutive than I would like, but it works great. And there is tech support, even long after I purchased it. I do not use it to track investments - that’s too complicated for me. But it keeps banking and as many credit cards as you want. It lists assets and liabilities (inc. mortgage). And the tools for income and expenses are helpful at tax time. I finally had to ask for tech support to be able to increase the font size for viewing each register. Hint - it’s in Preferences! - I never would have found it. I like it and will continue using it. I recommend it.

Found helpful by 1 out of 1 people
1/5
Version 2017.6
Review by CorreAktor

Upgrade Troubles - AGAIN - It seems like every few upgrades, the entire sync and online download get messed up. Have to spend hours removing duplicates, re-sync, etc. that should not be the case. If it happend once in a very long time, I wouldn’t have an issue, but time and time again I get hit with this. Very frustrating having to manually go through statements to find what happened.

Found helpful by 1 out of 1 people
4/5
Version 2017.6
Review by killerB0529

Great Financial Management App - Overall this app is outstanding, but I give 4 stars, not 5, because I think there is still much room for improvement. I love how customizable it is but I wish it would more seamlessly download online account data. It does well enough to make it quite useful, but I was hoping for something as polished as the free Personal Capital app, which is outstanding in its own right but Moneydance still outperforms Personal Capital by enabling unlimited categories, envelope budgeting, etc. I am just mildly annoyed that I need to manually update my TSP account and the Zillow market value for my home and my credit card transactions are not automatically downloaded. I also wish the mobile companion app had more features, but it functions pretty well enabling categorization of recent transactions on the move. Bottom line is Moneydance is my preferred financial management program, but a Moneydance and Personal Capital marriage would produce the perfect financial management offspring that would far outshine them both.

Found helpful by 1 out of 1 people
3/5
Version 2017.6
Review by Jmd569

Not Exactly Seamless - It has been a grind to get Moneydance up and running. Downloading is from my accounts is not exactly seamless. Indeed, manual entry ended up reducing the work load due to all the inaccuracies downloading data from some of my accounts generated. Editing transactions and confirming them is a goofy process. Nevertheless, I have moved over to Moneydance from Quicken. The “3 star” rating translates into, “i do not love this flawed application, but I do not despise it the way I despise Quicken.”

Found helpful by 0 out of 0 people
4/5
Version 2017.6
Review by Random_65143

Great alternative to Quicken - If you want an alternative to Quicken on Windows, this is it. Does pretty much everything that I formerly did in Quicken on Windows, only, on my Mac. I’m down to one program left on Windows (February 2018). :-). The translation process from Quicken (Wells Fargo Bank) -> exported data -> Moneydance was not perfect and required some cleanup, but, I had 22 years of Quicken data, and, most of what I wanted worked. It links with Wells Fargo and many more, and, it downloads and merges transactions (needs smarter merge options). I have a lot of accounts and transactions, so this is a big deal for me. There is still some cleanup left to do, but, new data is downloading and merging perfectly. Note that it has 64-bit Windows and Linux versions, too, which speaks well for the company and could be extremely useful for some people— speaking of which, I haven’t used the cell-phone app/Dropbox sync, so, no opinion on that. I have a couple suggestions for improvements for the product, though— it uses a single date, and, translates the date in Quicken when a check was written as the date. It would be nice if Moneydance had two dates available, the date the transaction was entered, and, the date when the transaction cleared. This would be helpful in another context also — when you transfer money to credit accounts from a checking account, there is usually one day, and, sometimes 2-4 days on (long) weekends, before the transfer is applied to a credit account. This often causes imported Quicken transfers to show up as two separate transfers in Moneydance. This is the cause of the cleanup I had to go through after importing from Quicken. My suggestions would be to keep track of two dates for Moneydance transactions, the initiation date and the date the transaction clears, and also, on Quicken imports, to better detect and correctly credit transfers between accounts, so that they don’t get imported as two different transactions. Moneydance is also big on budgets, but, I would prefer the more reactive option that Quicken has to detect regular transactions, schedule them, and then infer a revised budget from past history and scheduled transactions. Moneydance should be able to extrapolate your scheduled expenditures from past experience, like Quicken does, and then display this on the calendar, like Quicken does. Regardless, I’m happy with the switch from Quicken to Moneydance.

Found helpful by 0 out of 0 people
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